Senior Team Lead, Premium Client Experience & Trading

Bank of America; Pennington (NJ); On-site; USD 91,000 - 101,000; Full time

Job summary

Bank of America is seeking a Premium Senior Team Lead to support an Elite Premium Associates team. You will coach, drive client experience, research escalations, and align with the contact center strategy to deliver exceptional service and performance.

This role requires knowledge of trading mechanics, fixed income, options, margin, and compliance with margin regulations. You will oversee scheduling, reporting, and training, partnering across Enterprise lines to promote growth while maintaining

Qualifications

• Experience with advanced trading strategies, options, fixed income, and margin required.
• Series 7 & 66 required.
• Series 9 & 10 preferred; if not currently held MUST be obtained within 120 days of start date.
• Confident and engaging presence.
• Sound decision making skills with ability to manage risk and overall client experience.
• Strong analytical and organizational skills.

Responsibilities

• Oversees day-to-day operations and processes to foster an environment that promotes service excellence to customers.
• Translates the organization’s goals and strategies into employee metrics and goals, evaluate progress and provide feedback or intervention as needed to recognize, encourage, and improve individual performance.
• Supports a client or employee in achieving a specific personal or professional goal by providing training, feedback, and guidance.
• Motivates others (live or virtually) to be creative, to overcome challenges and resolve conflict to deliver improved outcomes.
• Builds upon employees’ existing skills and experiences while identifying new skills and opportunities to help achieve individual and organizational goals.

Skills

Leadership Development

Client Experience Branding

Sales Strategy

Executive Presence

Relationship Building

Strategic Thinking

Job description

Bank of America is seeking a Premium Senior Team Lead to support an Elite Premium Associates team. You will coach, drive client experience, research escalations, and align with the contact center strategy to deliver exceptional service and performance.

This role requires knowledge of trading mechanics, fixed income, options, margin, and compliance with margin regulations. You will oversee scheduling, reporting, and training, partnering across Enterprise lines to promote growth while maintaining